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iShares S&P 500 Value ETF
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Overview Fund Activity

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.81B
2
UBS Group
2
UBS Group
Switzerland
$518M
3
Ameriprise
3
Ameriprise
Minnesota
$322M
4
Wells Fargo
4
Wells Fargo
California
$1.33B
5
WIA
5
World Investment Advisors
California
$28.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.88B
2
LIA
2
LBMC Investment Advisors
Tennessee
$7.17M
3
HNB
3
Huntington National Bank
Ohio
$105M
4
HI
4
Harbour Investments
Wisconsin
$3.3M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$14.3M +$75.3K +481 +0.5%
MML Investors Services
127
MML Investors Services
Massachusetts
$14.3M +$341K +2,177 +2%
Northern Trust
128
Northern Trust
Illinois
$14.2M +$482K +3,079 +4%
FCC
129
Florin Court Capital
United Kingdom
$14.2M +$11.4M +72,900 +411%
SC
130
Sierra Capital
Florida
$14.2M +$10.2K +65 +0.1%
BOS
131
Bank of Stockton
California
$14.2M -$44.2K -282 -0.3%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$13.9M -$125K -798 -0.9%
WP
133
WealthPLAN Partners
Nebraska
$13.4M +$234K +1,521 +2%
RFA
134
RTD Financial Advisors
Pennsylvania
$13.4M +$13.4M +85,776 New
F
135
F3Logic
Minnesota
$13.3M +$265K +1,694 +2%
AIA
136
Arcadia Investment Advisors
Idaho
$13.3M -$509K -3,247 -4%
CAL
137
Capital Analysts LLC
Pennsylvania
$13.2M +$1.95M +12,434 +17%
Citigroup
138
Citigroup
New York
$13M -$4.62M -29,478 -26%
CAN
139
Cetera Advisor Networks
California
$12.6M +$1.58M +10,066 +14%
NCM
140
Narwhal Capital Management
Georgia
$12.4M -$1.67M -10,660 -12%
GIA
141
Gladstone Institutional Advisory
Florida
$12.3M +$1.06M +6,762 +9%
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$12.3M – – –
OIA
143
OneDigital Investment Advisors
Kansas
$12.2M -$675K -4,312 -5%
JWCA
144
J.W. Cole Advisors
Florida
$11.9M +$11.9M +76,083 New
IWMWV
145
Ironwood Wealth Management (West Virginia)
West Virginia
$11.8M +$41.8K +267 +0.4%
SIAM
146
Sterling Investment Advisors (Missouri)
Missouri
$11.7M +$10.2K +65 +0.1%
VC
147
Vicus Capital
Pennsylvania
$11.5M -$2.66M -17,029 -19%
MCM
148
MV Capital Management
Maryland
$11.5M -$915K -5,843 -7%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$11.4M +$1.93M +12,331 +20%
TNBTD
150
Trustmark National Bank Trust Department
Mississippi
$11.3M -$80.8K -516 -0.7%
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